Sales Visit for Vtiger CRM

Create reports summarizing the necessary information about your visits

Fill in the required report data and assign reports to Vtiger Calendar events.

DetailsDocuments 2Products 3Events 1

Visit Details

Date of Visit12-03-2026

StatusFinished

ActivityQuarterly sales meeting

Person Name

Visit Summary

Recommendation

Sales Visit features

Our Vtiger extension is compatible with calendar Events.

When creating a Sales Visit, you can select an event via the Activity field
(Image A)
Event/Task will be related to the Sales Visit, you can also create a new one via the relations tab
(Image B)
The same applies when creating Events: you can select an already created Sales Visit report via the Related To field
(Image C)

With our extension you can also add Documents, Products & Services to the Visit Report.

Navigate to relation tab icons and assign records to your report
Assign Documents to your visit report
- download or preview them
- example: a .pdf format generated by our PDF Maker
Add Products and Services related to visit if needed

Sales Visit is also compatible with PDF Maker and EMAIL Maker extensions.

With PDF Maker PRO you can:
- design the PDF template based on your needs
- export the Sales Visit report in .pdf format
- preview the created report as a PDF
- send email and attach the created PDF
- save the .pdf into Documents module and add it as relation to the Visit Report
- create workflows

The result is shown in the preview images.

With EMAIL Maker you can:
- create email body templates
- attach the PDF Maker templates or other attachments
- see a preview before you send an email
- add multiple recipients
- create workflows